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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Primary Column in Reporting
Is there a way to not have the Primary Column be graphed onto a dashboard (but instead pull the data from a different column to be graphed), without changing which column is the primary? Thanks!
Target range in graphs
I would like to be able to have a highlighted/shaded section on a graph indicating the target range desired for the data being displayed in the graph. For example, The graph is depicting the average number of patient's seen per therapist per shift… the target range is 6-8…. is it possible to have a shaded line parallel to…
Hyperlinks in Metric Widget
I have hyperlinks that I put in our intake sheet that feed our profile data that I would love to show on our program dashboard but the metric widgets don't carry the links over. Having to add them manually to every dashboard is a nuisance. I wish it could be similar to the way that Contacts will show up in the Metric…
Some team members can't assign others
We've recently started a new ticketing system on my team using Smartsheet. Overall it's going well, except for some reason, some of my team members are unable to assign tickets to others. The names don't show up when they start to type it in. I've checked, and they have the same access as everyone else. What could be…
The AI Agent gave instructions for Viewing as a User. Anyone able to get it to work?
AI Generated Response: To view Smartsheet as a specific user, you can follow these steps: In the Smartsheet web application, go to the Admin Center by clicking your account avatar in the bottom left and selecting "Admin Center." In the Admin Center, go to the "Users" section. Here you can see a list of all users on your…
Health and Wellness Solution
Good afternoon everyone. I am building a Health and Wellness Solution on my personal account to keep track of my health by logging things like; water intake, exercise (including type of work out, est calories burned, etc.), food intake, sleep tracking, weight log etc. Has anyone else done something similar using…
Dashboard Pulling Week# and Year
Hello, We created a dashboard last year that pulled data from the week number but now that it's a new year, the data isn't pulling correctly. We added a year column, but haven't quite figured out how to do it correctly. Any help? Does this look correct? =COUNTIFS(WEEKNUMBER({PrintProductIntake-Week#}, [Primary Column]@row…
Merged: Every Timeline widget tied to a report has stopped working
This discussion has been merged.
Timeline using Portfolio report
I am attempting to use a timeline from a portfolio report on my dashboard but after setting it up I keep receiving an error - Columns used to configure this widget have been deleted or changed. I have took all filters and grouping off of my report and it still showing this error. I don't know how I can get around this…
Dashboard Chart - Axis number formatting
Hi all, I'm trying to change the Bar Chart horizontal axis number to be financial number format (x,xxx,xxx). The values of the series are already in financial number format but the axis numbers aren't. Attached screenshot for reference. Is there a place I can change the format of the axis to financial numbers? Thank you…
PDF print out of Dashboard chart does not show the coloured buttons of the chart legend
Hi, I'm trying to print PDF of my Dashboard but no matter how many times I try, the chart's legend area does not show the coloured buttons corresponding to the categories. Attached is a screenshot for reference. Does anyone know how to fix this? Many thanks, Thuy
Freeze Dashboard Header in Presentation View
Dashboard titles are always visible (frozen) at the top of dashboards, except in presentation view. We have received requests to ensure that the name of the project and the project overview are always visible at the top. Our idea is for Smartsheet to create a "header" using the first x rows of graph paper, or to create a…
Dashboard
Hi Team, I'm having trouble pulling data from a sheet into a dashboard, it won't let me select the tabs I'd like to use. Any tips?
Guest User with Admin Permissions is unable to edit a Dashboard
I am the owner of a workspace that has multiple sheets and a dashboard. There are 3 Guests with Admin permissions for the whole workspace. They can edit the sheets, but not the dashboard. Is there a different type of permissions or some kind of limitations to dashboard editing for Guests?
Multiselect Dashboard Widget HELP!
Hello! I am attempting to create a dashboard widget that shows me how much budget we are spending in each segment, and in what category. The source sheet contains these columns… "Budget" - text/number column "Category" - dropdown list (restricted to list values only) "Segment" - dropdown list (allows multiple values per…
Templates for Gov Users?
I used Smartsheet extensively in a previous role and was able to get a massive amount of inspiration and questions answered from utilizing and customizing templates created by Smartsheet and/or the community. In my current role, I work for local Government that just started using the FedRAMP Gov. version. I'm finding that…
Is there a tutorial on how to use the Agile Project with Effort Burndown Dashboard
I would like to use this dashboard, but I would like to know if there is a tutorial so I can learn it step by step. I learn by re-creating the dashboard item by item.
Smartsheet Employee Dashboard functioning like an app
Hi there I have created a Smartsheet Dashboard for each employee, with sheet visual icons related to their worksheets. It serves as a quick link and hosts only the sheets they need to access and work on. The Icons are categorised as per our company's production and accountability structures. It resulted in no further…
Dashboard edit button missing
Hello, I setup a dashboard few weeks ago and now I'm unable to make ay edits to the dashboard. I still have admin access but the edit button on the top right corner is missing.
Change chart series labels
It would help if we could change the names of chart series labels for summarized data like sums and/or counts. Right now I'm having to explain the difference in labeling on my dashboard.

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